Claudia Mott
Epona Financial Solutions · Basking Ridge, New Jersey
Claudia Mott is a fee-only financial advisor at Epona Financial Solutions in Basking Ridge, New Jersey, who holds the CDFA and CFP credentials. Claudia focuses on divorce financial planning. Epona Financial Solutions reports charging a percentage of assets and hourly fees on its Form ADV.
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Specialties
Facts
| Firm | Epona Financial Solutions |
|---|---|
| Based in | Basking Ridge, New Jersey |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Accepting new clients | Yes |
| Assets under management | $48.5M across 57 accounts |
| Credentials | CDFA · CFP |
| SEC registration | Investment adviser representative in NJ · CRD 1480952 |
| Exams passed | Series 63 (1992) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | eponafs.com |
How Claudia's firm compares
- Epona Financial Solutions's average account is about $850,000, from its Form ADV (assets managed divided by 57 accounts).
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Questions about Claudia
Is Claudia Mott a fee-only financial advisor?
Yes. Claudia Mott is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Claudia's firm.
How does Claudia charge for financial advice?
Claudia's firm, Epona Financial Solutions, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Claudia Mott based?
Claudia Mott is based in Basking Ridge, New Jersey.
What does Claudia specialize in?
Claudia's specialties include divorce financial planning.
What credentials does Claudia Mott hold?
Claudia Mott holds the CDFA and CFP credentials.
Is Claudia Mott registered with the SEC?
Yes. Claudia Mott is registered as an investment adviser representative in NJ (CRD 1480952), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Epona Financial Solutions manage?
Epona Financial Solutions reports $48.5M across 57 accounts in assets under management.
How do I contact Claudia Mott?
Through Claudia's website, eponafs.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in New Jersey
Other advisors in New Jersey who focus on divorce financial planning
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- Epona Financial Solutions website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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